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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,070 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,836 | $75,419-79.0% | $392,568-96.0% | $67,584-76.6% |
| Participation rate | 90.0% | 74.8%+15.2pp | 78.1%+12.0pp | 71.3%+18.8pp |
| Annual return | 22.26% | 36.70%-14.4pp | 24.42%-2.2pp | 378.59%-356.3pp |
| Employer contribution / active EE | $3,206 | $2,636+21.6% | $3,783-15.3% | $2,148+49.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,540-100.0% |
| Admin fee / account holder | $6 | $114-95.1% | $6,260-99.9% | $142-96.1% |